-99.6%
LVO vs VOO
+264.2%
-363.8%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.2% |
| 7D | +14.2% | -0.8% | +15.0% | +15.1% |
| 30D | -1.1% | -1.1% | 0.0% | +0.2% |
| 3M | -36.5% | +3.9% | -40.4% | -39.3% |
| 6M | -23.2% | +13.6% | -36.9% | -33.7% |
| YTD | -15.6% | +12.7% | -28.3% | -26.0% |
| 1Y | -25.1% | +17.6% | -42.7% | -37.1% |
| 3Y | -71.9% | +77.3% | -149.3% | -84.7% |
| 5Y | -87.7% | +84.1% | -171.9% | -93.4% |
| All | -99.6% | +264.2% | -363.8% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling